Kessler Investment Group’s Williams Companies WMB Stock Holding History

Kessler Investment Group’s Portfolio WMB Stock Details WMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$389K	Buy	5,231 +68	+1%	+$5K	0.17%	61
2026 Q1	$376K	Sell	5,163 -25	-0.5%	-$1.73K	0.18%	57
2025 Q4	$312K	Sell	5,188 -144	-3%	-$8.71K	0.13%	74
2025 Q3	$338K	Hold	5,332	–	–	0.15%	67
2025 Q2	$335K	Sell	5,332 -135	-2%	-$7.97K	0.14%	68
2025 Q1	$327K	Buy	+5,467	New	+$313K	0.16%	66

Other funds holding WMB

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return